Original filing (PDF)20251119110430NAL0005936256001

STEWART MARCHMAN CENTER, INC

Name: STEWART MARCHMAN CENTER, INC — STEWART-MARCHMAN CENTER, INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: STEWART MARCHMAN CENTER, INC

Form 5500-SF

FILING_RECEIVED

STEWART-MARCHMAN CENTER, INC. TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEWART MARCHMAN CENTER, INC.

Plan sponsor

Name

STEWART MARCHMAN CENTER, INC

EIN

59-1295986

Address

150 MAGNOLIA AVE · DAYTONA BEACH, FL · 321144304

Phone

(386) 236-1683

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-19

Pension benefit codes

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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